Richard E Cunningham

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 1998-11-13 → 2014-02-13
  Strategic Advisers Llc
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

Lake Point Community Association Type of business: Community non-profit Lake Point, UT Start date: 1/1/2018 Co-director Hours per week: 1 Hours during trading: 0 Organize and run local community events for our town. Lighthouse Adult Care Services Type of business: Senior Daycare Tooele, UT Start date: 2/23/2022 President of the Board Hours per week: 1 Hours during trading: 0 This is a grass roots effort. Will work with other board members to create an Adult Day Care facility in Tooele County.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-23
• S63 Uniform Securities Agent State Law Examination
  1995-10-09

Designations

• Certified Financial Planner

Other Names

• Richard Everett Bent Cunningham